Filed September 22, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $35,633 |
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 282172783 | Plan Administrator | $17,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT Service code 26 · EIN 99-2539506 722 ESSINGTON RD UNIT A · JOLIET, IL 604354919 | Advisory (Participants) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,911 | $67,984+51.4% | $65,493+57.1% | $74,304+38.5% |
| Participation rate | 98.5% | 66.3%+32.2pp | 73.1%+25.4pp | 60.3%+38.1pp |
| Annual return | 24.42% | 19.87%+4.6pp | 982.45%-958.0pp | 29.43%-5.0pp |
| Employer contribution / active EE | $6,018 | $2,491+141.6% | $2,574+133.8% | $2,241+168.5% |
| Participant deferral / active EE | $6,731 | $3,346+101.1% | $3,961+69.9% | $3,767+78.7% |
| Admin fee / account holder | $224 | $1,373-83.7% | $5,028-95.5% | $2,969-92.5% |